Three Bridge Wealth Advisors’s iShares California Muni Bond ETF CMF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$221K	Sell	3,886 -2,156	-36%	-$124K	0.06%	81
2025 Q4	$347K	Sell	6,042 -6,229	-51%	-$358K	0.09%	70
2025 Q3	$700K	Buy	12,271 +299	+2%	+$16.7K	0.18%	48
2025 Q2	$667K	Sell	11,972 -2,668	-18%	-$148K	0.18%	54
2025 Q1	$824K	Buy	14,640 +2	+0%	+$114	0.29%	44
2024 Q4	$838K	Buy	14,638 +898	+7%	+$51.6K	0.29%	46
2024 Q3	$798K	Buy	13,740 +2,315	+20%	+$133K	0.29%	48
2024 Q2	$650K	Sell	11,425 -238	-2%	-$13.5K	0.26%	50
2024 Q1	$671K	Buy	11,663 +2,356	+25%	+$136K	0.26%	54
2023 Q4	$539K	Buy	9,307 +4,327	+87%	+$241K	0.19%	58
2023 Q3	$273K	Buy	4,980 +2	+0%	+$113	0.11%	73
2023 Q2	$284K	Buy	4,978 +51	+1%	+$2.9K	0.12%	75
2023 Q1	$283K	Buy	4,927 +36	+0.7%	+$2.05K	0.13%	74
2022 Q4	$274K	Buy	+4,891	New	+$271K	0.15%	70